ETF Guide 2015

Investment Executive‘s ETF Guide for Financial Advisors, 2015, offers insight on helping your clients understand their choices among exchange-traded funds (ETFs).

May 8, 2015

ETFs by the basket

Reg Jackson says his clients were looking for a lower-cost alternative to mutual funds

  • April 27, 2015 April 27, 2015
  • 23:00

Charting a new course

Mandeville Wealth Services may be on the leading edge of mutual fund dealers selling ETFs

  • April 27, 2015 April 27, 2015
  • 23:00

Opinion: To hedge, or not to hedge

ETFs provide many options for hedging, but you need to ask whether or not this is necessary for your clients

  • April 27, 2015 April 27, 2015
  • 23:00

New fee transparency boosting ETFs

As CRM2 ramps up, more advisors are offering ETFs and fee-based accounts

  • April 27, 2015 April 27, 2015
  • 23:00

Outsmarting the market

"Smart beta" ETFs are based on customized indices. They are one way to add a dash of spice to your clients' portfolios

  • April 27, 2015 April 27, 2015
  • 23:00

Advisors are getting cosy with ETFs

But Questions of trust and transparency are holding some advisors back

  • April 27, 2015 January 20, 2018
  • 23:00

Narrowing your focus

Use sector ETFs to fine-tune your clients’ exposure

  • April 27, 2015 April 27, 2015
  • 23:00

In the market for income

There is a wide variety of ETFs to choose from, but the key is to manage duration, especially if you think rates are bound to rise

  • April 27, 2015 April 27, 2015
  • 23:00

Opinion: Lifting the hood on low-volatility ETFs

These ETFs are designed to smooth the ride for risk-adverse clients, but take the time to understand the strategy

  • April 27, 2015 April 27, 2015
  • 23:00

Free rein for managers

Some actively managed ETFs strive to better their benchmarks

  • April 27, 2015 April 27, 2015
  • 23:00